See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ECONOMIC GROUP PENSION SERIVES Service code 49 | Other Services | $12,946 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $2,033 |
Service code 49 · EIN 13-3180178 | Other Services | $0 |
Filed as: RAYMOND JAMES INSURANCE GROUP, INC Service code 26 · EIN 59-1199408 | Advisory (Participants) | $0 |
Filed as: VOYA RETIREMENT INS & ANN CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,984 | $77,660+31.3% | $109,143-6.6% | $79,386+28.5% |
| Participation rate | 88.5% | 67.8%+20.7pp | 75.9%+12.6pp | 70.7%+17.8pp |
| Annual return | 13.86% | 23.44%-9.6pp | 25.75%-11.9pp | 116.85%-103.0pp |
| Employer contribution / active EE | $2,669 | $2,797-4.6% | $3,722-28.3% | $2,427+10.0% |
| Participant deferral / active EE | $6,956 | $3,518+97.8% | $4,653+49.5% | $4,046+71.9% |
| Admin fee / account holder | $46 | $732-93.7% | $6,752-99.3% | $626-92.6% |